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IBM
IBM

Overview Fund Activity

1,710 hedge funds and large institutions have $83.4B invested in IBM in 2015 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 626 increasing their positions, 766 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,710
Holders Change
-27
Holders Change %
-1.55%
% of All Funds
47.79%
Holding in Top 10
94
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-14.55%
% of All Funds
2.63%
New
70
Increased
626
Reduced
766
Closed
86
Calls
$1.31B
Puts
$1.71B
Net Calls
-$402M
Net Calls Change
-$13.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$490M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$213M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$203M
4
Bank of America
Bank of America
North Carolina
+$177M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$119M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$173M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$159M
3
Citigroup
Citigroup
New York
-$133M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$119M
5
State Street
State Street
Massachusetts
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1451
Cypress Asset Management
Texas
$352K – – –
CWM
1452
Catamount Wealth Management
Connecticut
$350K – – –
PP
1453
Pegasus Partners
Wisconsin
$349K -$437K -3,148 -56%
DR
1454
Davis Rea
Ontario, Canada
$349K – – –
BKA
1455
Brick & Kyle Associates
Pennsylvania
$349K +$12.4K +89 +4%
NYLIM
1456
New York Life Investment Management
New York
$348K – – –
RHFI
1457
Reilly Herbert Faulkner III
$344K -$47.4K -342 -12%
GI
1458
Glovista Investments
New Jersey
$344K – – –
CBT
1459
Central Bank & Trust
Kentucky
$344K +$14.1K +102 +4%
BFPW
1460
BOK Financial Private Wealth
Colorado
$342K – – –
CBB
1461
Citizens Business Bank
California
$338K -$37.4K -270 -10%
VCM
1462
Violich Capital Management
California
$338K -$29K -209 -8%
PIM
1463
Profit Investment Management
Maryland
$336K -$83.6K -603 -20%
RGC
1464
Roberts, Glore & Co
Illinois
$336K -$2.77K -20 -0.8%
FWP
1465
FAS Wealth Partners
Kansas
$336K +$158K +1,142 +89%
RCM
1466
Rotella Capital Management
Washington
$336K +$336K +2,431 New
HI
1467
Hendershot Investments
Virginia
$335K +$4.72K +34 +1%
BL
1468
Balentine LLC
Georgia
$334K +$124K +895 +59%
MIM
1469
Miller Investment Management
Pennsylvania
$333K – – –
HCM
1470
Hollencrest Capital Management
California
$332K -$335K -2,413 -50%
CA
1471
Callahan Advisors
Texas
$332K -$116K -835 -26%
GT
1472
Greenleaf Trust
Michigan
$332K +$9.71K +70 +3%
ODCM
1473
Old Dominion Capital Management
Virginia
$328K – – –
NAM
1474
Needelman Asset Management
California
$325K – – –
PFA
1475
Paradigm Financial Advisors
Missouri
$324K +$36.1K +261 +13%
57 58
59
60 61